Lead · CRM with artificial intelligence
The CRM that answers, qualifies and closes with AI.
Automate lead capture. Keep the human touch.
Lead replies to every prospect instantly, qualifies them, proposes and books appointments, and alerts your team when a person is needed. With artificial intelligence from day one.
What Lead does
Lead receives and answers WhatsApp, Instagram and Messenger conversations on behalf of the business, qualifies each lead with artificial intelligence and moves it through the pipeline to the appointment or the sale.
Answers instantly
Every message gets a reply in seconds, day or night, with your business information and in your tone.
A prospect who writes at eleven at night gets an answer at eleven at night, not the next morning. Lead knows your catalog, your hours and the way you talk, and answers with that. If a message brings a half-formed question, it asks for what is missing, naturally.
Qualifies and prioritizes
Asks just enough to learn what each person is looking for and how ready they are to buy. Scores every lead and sorts the inbox by priority.
Every conversation leaves data behind: what they are looking for, by when, with what budget, whether they decide alone or with someone else. Lead saves it to the lead card, calculates a score and sorts the inbox so your team starts with whoever is closest to buying. Qualification is tuned to what matters in your sector.
Books and follows up
Proposes the appointment, confirms it and sends a reminder. If the prospect goes quiet, it writes again at the right moment.
When the prospect is ready, Lead proposes times, confirms the appointment and sends a reminder the day before. If someone stops replying, it writes again after a reasonable time and with a real reason, not with a "still interested?". And if they show up again weeks later, it picks up the conversation where it left off.
Alerts a person when needed
Detects when the conversation needs someone on your team: a legal question, a negotiation, a complaint. It alerts them and hands over the context.
Some conversations should not be closed by an AI: a question about a contract, a price negotiation, a complaint, someone asking to talk to a person. Lead detects them, tells the prospect clearly and alerts your team, with the card and the history already done.
Helps the advisor reply
Suggests the reply, summarizes the history and has the lead card ready before the advisor types a line.
When an advisor opens a conversation they don't start from scratch: they see a summary of what was said, the data on the card and a suggested reply they can send as is, edit or discard. Lead keeps helping while the advisor talks and takes the conversation back when the advisor asks it to.
AI and people
Lead handles what it can handle well and hands over the rest. The rule is not to answer everything, but to know when a person should step in.
When Lead escalates
- When the prospect asks to talk to a person, even if the AI could go on.
- When the question touches money, contracts or terms that only your team can negotiate.
- When it detects a complaint, anger or a delicate situation.
- When it doesn't have the information: rather than making something up, it alerts.
What the advisor receives
The lead card, done
Name, channel, what they are looking for, budget, score and where they are in the process. Without asking anything again.
A summary of the history
Three or four lines with what was said, what was promised and why the conversation needs someone.
A suggested reply
A draft in the tone of your business, ready to answer in seconds: send it, edit it or discard it.
An example
This is what a handoff looks like, in short. On the left, what the prospect sees; on the right, what the advisor receives.
- Ana: I'm interested in the two-bedroom apartment. Can I pay with a mortgage? And what happens if the bank turns me down?
- Lead: Yes, you can pay with a mortgage. What happens if the bank doesn't approve it depends on your case, and an advisor can explain that better. I'll let them know right now with what we've talked about, okay?
- Ana: Okay, thanks.
Needs a person: question about a mortgage
- Summary
- Ana is asking about the two-bedroom apartment. She wants to pay with a mortgage and is worried it might be rejected. Ready to visit; has not proposed a date.
- Suggested reply
- Hi, Ana. I'm from the sales team. I can walk you through the mortgage in five minutes on a call or during the visit, whichever you prefer. What day works for you?
How it works
Three steps, without changing how your customers write to you.
- 1
A message comes in
A prospect writes on WhatsApp, Instagram or Messenger. Lead receives it right away and opens their card.
- 2
The AI analyzes and replies, or escalates
It understands what they are looking for, replies with your business information and qualifies as it goes. If a person is needed, it alerts your team with the full context.
- 3
Your team closes from a single inbox
Every conversation in one place, with the card filled in and the reply suggested. Your team steps in where it adds value and closes the appointment or the sale.
The single inbox
Every conversation, from every channel, in one place. Each one with its lead card beside it, the full history and the suggested reply. The inbox is sorted by priority and shows at a glance which conversations the AI is handling, which are waiting for a person and which already have an appointment.
- One place for WhatsApp, Instagram and Messenger.
- Card, history and suggested reply next to each conversation.
- Priority by score: whoever is closest to buying comes first.
- Clear status: handled by the AI, waiting for a person, appointment booked.
Channels
Lead connects to the channels you already use. Your customers write to you where they always have.
- WhatsApp
With your usual WhatsApp Business number. Your customers won't notice the change.
- Instagram
The direct messages of your Instagram account, handled just like WhatsApp.
- Messenger
The messages to your Facebook page, in the same inbox.
Who it is for
Lead was born in real estate and is built for any business that sells through conversations.
- Available
Real estate
Developers and agencies that get prospects from their campaigns and want to take them all the way to the visit.
- Next
Education
Universities and schools that serve applicants and families from the first question to enrollment.
- Next
Healthcare
Clinics and practices that book appointments and follow up by message.
- Next
Services
Firms, workshops and service businesses that quote and close over chat.
The core is the same for everyone: channels, AI, qualification and inbox. Each sector adds its extension: what to ask, how to qualify and what closing means.
Frequently asked questions
What we get asked before starting. If yours is missing, write to us.
How much does it cost?
It depends on the project: the channels you connect, the volume of conversations and what needs to be integrated. After a first conversation we send you a written proposal with the scope and the price. Write to us and we'll tell you more.
Does it replace my sales team?
No. Lead handles, qualifies and hands over; your team closes. The AI takes care of the first reply, the repeated questions and the follow-up. People step in where they add value, with the card and the history already done.
What happens when the AI doesn't know?
It says so and alerts a person. Lead doesn't make things up: it tells the prospect that someone from the team will answer and hands over the conversation with the full context. Whatever isn't in your business information is not answered on its own.
Do I need to change my WhatsApp number?
No. Lead connects to the WhatsApp Business number you already use, and the same goes for your Instagram account and your Facebook page. Your customers keep writing where they always have.
Is my data mine?
Yes. The conversations, the lead cards and the configuration are yours: we hand them over whenever you ask. If one day you decide to leave, you'll leave with everything. It's one of our working principles.
Does it work outside real estate?
Yes. The core of Lead is the same for any business that sells through conversations: channels, AI, qualification and inbox. Each sector adds its extension: what gets asked, how leads are qualified and what closing means. We started with real estate; education, healthcare and services are next.
How long until it's up and running?
It depends on the scope: how many channels, which integrations and how much information needs to be prepared. We define it in the proposal, with staged deliveries so you see results soon. We don't promise a date before knowing your case.
What about the privacy of my prospects?
The data of your prospects is processed on your behalf and only to serve them: it isn't shared with other clients or used for anything else. How it's processed, where and for how long is in our privacy notice.
Shall we talk about your business?
Tell us what you sell and how you serve your prospects today. We'll get back to you by email.